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Northwest Financial Advisors’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Northwest Financial Advisors’s Portfolio FDL Stock Details FDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-576
Closed -$24.2K – 245
2024
Q3 		$24.2K Buy
+576
New +$23.2K 0.02% 301
2024
Q1 		– Sell
-551
Closed -$19.8K – 226
2023
Q4 		$19.8K Buy
+551
New +$18.7K 0.02% 303

Other funds holding FDL

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $549M AUM 22.95% 1-Year Est. Return

Northwest Financial Advisors's FDL Position: Q4 2024 in Review

Northwest Financial Advisors sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q4 2024, closing a stake of 576 shares — an estimated $24.2K sold.

Northwest Financial Advisors first reported a position in FDL in Q4 2023 and held it in 2 quarters. The position peaked at $24.2K in Q3 2024. 405 funds tracked by Wall St. Rank hold FDL as of Q4 2024.

  • Northwest Financial Advisors reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 576 First Trust Morningstar Dividend Leaders Index Fund shares in Q4 2024, an estimated $24.2K.
  • Northwest Financial Advisors first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's First Trust Morningstar Dividend Leaders Index Fund position peaked at $24.2K in Q3 2024.
  • 405 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.